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Review a Contentful space when a Salesforce account changes

Keep customer context close by having Notis fetch the relevant Contentful space details after an account is created or updated in Salesforce.

Trigger

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

Action

Get space

Retrieves details of a specific space by its id. this action is used to get information about a single space in contentful.

Why this helps

Account updates can trigger customer work across tools, but checking the matching content space adds another manual context switch.

  • Bring space details into the account follow-up
  • Reduce manual switching between Salesforce and Contentful
  • Use the latest retrieved space version as review context

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Contentful once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve the specified Contentful space when the account changes, using account context to identify the space if available.
  • 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
  • 5Test with one real Salesforce account update and confirm the retrieved space is the intended one.

Questions about this workflow

Does this update the Contentful space?

No. This workflow retrieves details for one specified space. It does not change the space.

How does Notis know which space to retrieve?

Include the intended space ID in your instruction, or ensure Salesforce account context supplies a reliable identifier. Notis cannot infer an unavailable relationship.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Contentful. A trigger fires from one place; an action lands in another.

Salesforce triggers

Contentful actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get space

Retrieves details of a specific space by its id. this action is used to get information about a single space in contentful.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List spaces

Lists all spaces that the authenticated user has access to in contentful. this is a fundamental operation needed before performing any other content management actions since most operations require a space id.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Update space

Updates the name of a specific space. notes: - the version number is required to ensure you're updating the latest version of the space. - you can get the current version from the sys.version field when fetching space details. - only the name of the space can be updated.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Contentful, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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